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Belpointe Asset Management’s Atmos Energy ATO Stock Holding History

Belpointe Asset Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Hold
1,444
– – 0.01% 966
2026
Q1 		$267K Hold
1,444
– – 0.01% 907
2025
Q4 		$242K Hold
1,444
– – 0.01% 894
2025
Q3 		$247K Hold
1,444
– – 0.01% 854
2025
Q2 		$223K Hold
1,444
– – 0.01% 847
2025
Q1 		$223K Buy
+1,444
New +$211K 0.01% 828
2024
Q4 		– Sell
-1,444
Closed -$200K – 859
2024
Q3 		$200K Buy
+1,444
New +$186K 0.01% 809
2023
Q3 		– Sell
-2,546
Closed -$296K – 655
2023
Q2 		$296K Sell
2,546
-455
-15% -$52.7K 0.03% 455
2023
Q1 		$337K Buy
3,001
+62
+2% +$7.05K 0.02% 701
2022
Q4 		$329K Buy
2,939
+192
+7% +$21.1K 0.02% 699
2022
Q3 		$279K Buy
2,747
+23
+0.8% +$2.63K 0.02% 710
2022
Q2 		$305K Buy
2,724
+124
+5% +$14.2K 0.02% 671
2022
Q1 		$312K Sell
2,600
-495
-16% -$54.1K 0.02% 709
2021
Q4 		$324K Sell
3,095
-400
-11% -$37.9K 0.02% 675
2021
Q3 		$308K Sell
3,495
-206
-6% -$19.9K 0.02% 670
2021
Q2 		$356K Sell
3,701
-300
-7% -$30.1K 0.03% 606
2021
Q1 		$395K Buy
4,001
+2,506
+168% +$228K 0.03% 503
2020
Q4 		$143K Hold
1,495
– – 0.01% 816
2020
Q3 		$143K Hold
1,495
– – 0.02% 658
2020
Q2 		$149K Buy
1,495
+51
+4% +$5.14K 0.02% 612
2020
Q1 		$143K Hold
1,444
– – 0.03% 512
2019
Q4 		$162K Buy
+1,444
New +$158K 0.02% 606

Other funds holding ATO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Belpointe Asset Management's ATO Position: Q2 2026 in Review

Belpointe Asset Management held its Atmos Energy (ATO) position steady in Q2 2026 at 1,444 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #966.

Belpointe Asset Management first reported a position in ATO in Q4 2019 and has held it in 22 quarters since. The position peaked at $395K in Q1 2021. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Belpointe Asset Management held 1,444 shares of Atmos Energy worth $249K as of Q2 2026.
  • Belpointe Asset Management left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #966 holding.
  • Belpointe Asset Management first reported a position in Atmos Energy in Q4 2019 and has held it in 22 quarters since.
  • Belpointe Asset Management's Atmos Energy position peaked at $395K in Q1 2021.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.